Steep Summit Stories Episode 2 with Traci Radmanovich

Summit Stories Episode 2 – Traci Radmanovich, Founder of PTFT Group The first time Traci did a webinar, it didn’t go great. Despite lots of registrations and attendees, she learned that converting leads to appointments with webinars was very different than with what she was used to with dinner seminars. Fast forward 3 months to…

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Steep Summit Stories Episode 1 with Bradley Geddes

Summit Stories Episode 1 – Bradley Geddes, Financial Planner at Decker Retirement Planning Summit Stories is an informal video podcast where we ask advisors from across the country about their business, marketing, and life. Each episode is a laid-back conversation with advisors in different markets across the country where we recount successes, failed attempts, and…

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An Advisor’s Guide to the Best Webinar Equipment

An Advisor’s Guide to the Best Webinar Equipment Today, millions of Americans are scrambling to work and communicate virtually. Marketing is no exception, and we’ve launched brand-new live and on-demand webinar marketing services to help you connect with people stuck in their homes but in need of help. Whether you’re shooting video for your website,…

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The 2020 Election & Facebook Marketing

The 2020 Election & Facebook Marketing Facebook was at the center of conversations related to the elections in 2016 when the Trump campaign used the Facebook ad platform with unprecedented success. Today, as we approach the 2020 elections, Financial Advisors (and everyone using digital advertising) are wondering what the impact might be on their advertising…

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What Every Financial Advisor Should Know About Facebook

What Every Financial Advisor Should Know About Facebook Did you know that your next client is more likely to find you on social media than any other way? Some advisors understand that social media should be a core part of their marketing, but many don’t know where to start. Still fewer have a specific plan…

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Lifecycle Marketing

Lifecycle Marketing Do you know the #1 reason people choose you to be their financial advisor after their seminar is?Is it how sharp you dressed? How polished your presentation was? How nice the room was that you met them in? Nope – The #1 reasons people make the decision to choose a new financial advisor…

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Converting Attendees to Appointments

Converting Attendees to Appointments Running 200+ campaigns/month we hear a lot of feedback about what’s working and what isn’t. We’re no strangers to the fact that hosting a seminar is only a piece of the puzzle and making appointments can make or break a campaign. Steep is based in Denver, Colorado, which is one of…

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Transparency in Digital Marketing

Transparency in Digital Marketing We’ve all heard people refer to our point in time as “the information age.” It’s true, our generation has unprecedented access to information. Researchers estimate that between television, radio, the internet, email and social media the average person digests the equivalent of 174 newspapers worth of information EVERY DAY (source). Even…

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6 Essential Building Blocks To A Facebook Campaign That Converts

6 Essential Building Blocks To A Facebook Campaign That Converts Whenever we create a Facebook ad campaign for financial advisors, there are certain ingredients that we build into every single event campaign. It’s all interconnected, it flows together. All good things. Everything from the very first image to the last email the audience receives has…

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